Chief of Staff

Chief of Staff

About the Company

Disruptive wealth management platform

Industry
Financial Services

Type
Privately Held

About the Role

The Company is seeking a Chief of Staff to play a pivotal role in its mission to disrupt the wealth management industry. The successful candidate will be a senior, strategically oriented operator with a background in financial services or a related field, and will have prior experience in executive or board-level work. This role is centered on managing the CEO's office, including executive office operations, governance, leadership cadence, and strategic execution. The Chief of Staff will be a key player in the company's growth phase, which is focused on expanding its national network and investing in technology, talent, and M&A support. While a financial services background is preferred, the company is also open to candidates with a strong operations background and excellent technical writing skills. The role is demanding and requires a high level of commitment, with the understanding that traditional work-life balance may be limited. The ideal candidate will be someone who is ready to take on a critical position within the organization and is prepared to be available as needed. This is a unique opportunity to be at the forefront of a billion-dollar organization and to be deeply involved in its inner workings. Responsibilities include but are not limited to, executive office operations, governance, leadership cadence, and strategic execution.

Travel Percent
Less than 10%

Functions

• General Management
• Strategy
• Operations